TIAA

Lobbying for TIAA

Filing 1st Quarter - Report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Expenses

$870,000.00

What this organization spent lobbying with its own staff. Reported using A: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

District of Columbia

Official filing document

Government bodies contacted 6

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
Natl Economic Council (NEC)
Securities & Exchange Commission (SEC)
SENATE
Treasury, Dept of

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 9

HR 6722
Automatic IRA Act of 2025
HR 1013
Retirement Fairness for Charities and Educational Institutions Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
HR 3383
Employee Equity Investment Act of 2023
HR 4718
Helping Young Americans Save for Retirement Act
S 1707
Helping Young Americans Save for Retirement Act
S 1831
Auto Reenroll Act of 2025
S 2217
Independent Retirement Fairness Act
HR 6324
Retirement Simplification and Clarity Act

Lobbying activity 2

Retirement

Access to Lifetime Income Investment/Distribution Options on Retirement Plan Menus Access to Workplace Retirement Plans o Automatic IRA Act of 2025 (H.R. 6722) Retirement Income Education Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); o INVEST Act of 2025 (H.R. 3383) Helping Young Americans Save for Retirement Act (H.R. 4718, S. 1707) Auto Reenroll Act (S. 1831) Independent Retirement Fairness Act (S. 2217) Retirement Simplification and Clarity Act of 2025 (H.R. 6324)

Financial Institutions/Investments/Securities

Closed End Funds o Increasing Investor Opportunities Act; INVEST Act of 2025 (H.R. 3383) Providing parity for investment options in 403(b) plans o Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424); INVEST Act of 2025 (H.R. 3383)

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.